While the “search everything” global search box at the top of your dashboard view is the most useful starting point to search for users and events by name and/or email address, for instances when an order may not be connected to a customer account and the most direct way to locate the order is using the last 4 digits of the credit card used to place the order.
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The "Search by card last 4" tool is allows you to efficiently find an order so you may add an email address or person record to the order, initiate a transfer, exchange tickets, or issue a refund. This is particularly handy for orders where the customer name or email address is unknown, including box office and box office app orders where the customer did not provide an email address, rush pay orders, or online guest checkout.
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This search tool is available in the Orders section of each event bucket and in your Global All orders page.
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If your festival or organization uses two or more event buckets concurrently (ie. if you have an event bucket for year round activities and memberships as well as an event bucket for an upcoming festival, etc.) it may be more efficient and expedient to search for the order from the Global All Orders screen.
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In the menu on the left hand side of your dashboard, scroll down the the "Global" heading and then click on "All Orders"
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Once you are on the Orders screen, launch the search by clicking the button that says "Search by card last 4".

In the menu on the left hand side of your dashboard, click on the event bucket that you would like to search, then click either "Orders" or the "Total Orders" tile on your event bucket overview

Once you are on the Orders screen, launch the search by clicking the button that says "Search by card last 4".
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Clicking “Search by card last 4” will prompt you to input the last four digits of a credit or debit card used. Click "Search", and all orders with the corresponding last four digits will appear in the search.

Before performing any actions, we recommend adding the customer email address to the order. Adding an email address to an order will connect it to a customer account.

Adding an email address is important, as many actions that can be applied to an order (transfers, refunds, exchanges) are accompanied by email notifications. Those notifications can’t be sent, or may be sent with incomplete details if an order is not associated with a customer account.

When a ticket is transferred, an email notification is sent to the transfer recipient, in that email, there is a place in the subject line and the first line of the email that says who the transfer is from. If the order is not connected to a customer account before the transfer is initiated, the recipient will not be informed who the transfer came from.

NOTE: It is exceedingly rare that you would need to lookup a pass or membership by last 4 since they do need to be associated with a customer account in order to be sold and used. However, if a customer reaches out to you with incomplete information (ie. incorrect email, or maybe the wrong name on the pass, but provides the last 4 digits of the credit card used to order the pass or membership, it is a viable option to use to locate the associated order).

When an exchange is processed, the new ticket is emailed to the customer. If the order was not connected to a customer account at the time of the exchange, a new ticket will not be sent to the customer.

When a refund is processed, a refund notification is emailed to the customer. If the order was not connected to a customer account at the time of the refund, the customer will still receive the refund, but they will not get the corresponding refund notification. For some customers, receiving this notification is comforting that a verifiable action has been taken.